Sr. Client Service Associate
As Sr. Client Service Associate, Holly brings clients’ plans to life. Whether by opening new accounts, moving assets with precision, or carrying out a broad range of financial transactions, Holly is there to help with expert, friendly, and personal service.
Holly graduated from Texas A&M University with a Bachelor of Science degree in Psychology. She has a legal background as a paralegal. Holly found her career fit in the financial sector, as a Client Service Associate. She has 7 years of experience and thrives in client service.
Holly lives in Dallas, Texas. She has three sons, with her youngest attending her Alma Mater, Texas A&M University… Gig Em Aggies! When she is not spending time with her family, Holly enjoys yoga, walking, gardening, and spending time with friends.